📦 Smallcase – Expert-Curated Portfolios for Long-Term Investing
Smallcase is an innovative investment platform that offers ready-made portfolios of stocks and ETFs based on specific themes, sectors, and strategies—ideal for passive, long-term investors in the Indian stock market.
⚙️ Features:
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Curated baskets of stocks (called “smallcases”) built by professionals.
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Investment themes include smart beta, dividend, sector-based, and trending ideas.
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Seamless integration with leading brokers like Zerodha, Groww, Upstox, etc.
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Track, invest, or SIP into a smallcase in just a few clicks.
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Real-time performance updates and rebalancing notifications.
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Detailed rationale and research backing each smallcase.
📖 How to Use:
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Visit smallcase.com or open it via your broker’s platform.
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Browse through smallcases by theme, risk, or popularity.
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Log in using your demat account and broker login.
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Choose a smallcase, invest instantly, or set up a SIP.
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Monitor performance and rebalance as recommended.
✅ Pros:
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Simplifies long-term investing for beginners and busy professionals.
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No need to analyze individual stocks—ready-made strategies.
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Transparent with full visibility into portfolio holdings and logic.
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One-click rebalancing helps stay aligned with market conditions.
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Supports SIP and lump-sum investments.
❌ Cons:
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Requires demat account with supported brokers only.
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Some premium smallcases are behind a paywall.
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Market risks still apply—returns are not guaranteed.
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